Agency Benefits and Discounts

Our Key Partners

It’s not just the OIA team that are dedicated to helping you – the independent insurance agent. Our Company Partners are also committed to ensuring you succeed and grow. Listed here are some of our key partners and the benefits they can offer you and your agency. There may even be a discount or two for you to take advantage of for your agency!

View all Partners

Agency Operations

Agentero: has more than 800 insurance agencies on its platform, Agentero creates a smarter, more intuitive insurance ecosystem. Using robust data and analytics Agentero enables independent agents to proactively offer insurance choices to customers at the right time, every time, mitigating risks for consumers while growing relationships and revenue for agents.

ePay Policy: is the simplest way to collect insurance payments online.

Glovebox: is a seamless all-in-one platform connecting clients to your agency and their carrier.

Lightspeed Voice: a phone system that syncs with your CRM (think of it as similar to ZOOM).

RiskRevu: has digital forms that allow insurance agencies to focus on serving their clients instead of spending time gathering information.

Talage: develops digital distribution software solutions for commercial insurance that transform the insurance quoting process for agents and carriers. Talage’s Wheelhouse technology empowers property and casualty (P&C) agents to sell small business coverages via any channel, allows carriers to more effectively use APIs, and automates manual processes for increased productivity.



Forge3: the highest-rated, fastest-growing insurance agency website solution in the industry. Beautiful, best-in-class website design with powerful sales tools and features including Clickable Coverage, Hello Producer, Video Proposals, and so much more.

Levitate: combining the best people in the business with the first-ever keep-in-touch marketing tool making the art of relationships easier for you.

AMS Companies

Hawksoft: providing software solutions build around the agent’s workflows so that you can continue to build your businesses around memorable service and meaningful relationships. Hawksoft offers OIA members a 30% discount.

Partner XE/SIS: combining the best of the Partner XE agency management system with innovative sales and marketing capabilities, designed for an agency that is looking for easy to implement client acquisition and client retention capabilities that can be integrated into the life of the agency. OIA members already using the Partner Platform can receive a 25% discount for onsite training events at your agency. Those with questions should contact Jordan Owens, SIS Sales Manager, at (614) 219-6555, ext. 371.

Vertafore: are committed to helping OIA members have the right technology to grow your agency. After 50 years in the independent agency technology space, Vertafore has proven itself to be a valuable partner with independent agencies.


Imperial Premium Finance: is the industry leader in commercial premium financing, providing short-term loans for businesses to obtain property and casualty insurance coverage.

InsurBanc: is a community-focused commercial bank specializing in products and services for independent insurance agencies. Organized in 2001 by the Independent Insurance Agents & Brokers of America, InsurBanc partners with agents to help them optimize growth opportunities and manage their agencies efficiently.

Live Oak Bank: guiding you along the way whether you’re looking to build, buy or expand your business. Live Oak Bank is OIA’s official lending partner for valuations.

Westfield Bank: is among the region’s most innovative banks, with the products, services, and technology people expect from bigger banks, delivered by people who have a genuine interest in their customers’ success.

Capital Premium Finance: is a specialty lender that has been providing commercial insurance premium loans for more than 30 years. Capital has built its reputation for reliability on unique service options and exclusive profit-sharing programs.


E&O Carriers

AmWINS: OIA’s preferred E&O broker, bringing decades of experience and an expansive network to deliver creative solutions to your clients’ complex insurance challenges.

Swiss RE (Westport): OIA’s preferred E&O broker, operates as one of the world’s leading providers of reinsurance, insurance, and offers other forms of insurance-based risk transfer.

Utica: OIA’s preferred E&O broker works to identify and address emerging issues and trends that may affect you and your agency and deliver risk management strategies to help mitigate loss potential.


Workers’ Comp

Sedgwick Managed Care (MCO): is a workers’ compensation managed care organization focused on helping injured employees return to work safely and quickly. We provide seamless solutions to support employees throughout their recovery and help clients control expenses and reduce lost workdays.

Sedgwick: delivering quality service in areas such as workers’ compensation, liability, property, disability, and absence management goes far beyond just managing claims—we aim to simplify the process and reduce complexity, making it easy and effective for everyone involved.

Market Access

The Agency Cluster: Developed by a Nationwide Agent for Nationwide Agents, AC was designed to be an agency partner to focus on growth and success for agents.

AmWINS: OIA’s preferred E&O broker, bringing decades of experience and an expansive network to deliver creative solutions to your clients’ complex insurance challenges.

Argosy Risk: provides you with the necessary guidance to know how and when to transfer complex environmental risks to the most appropriate insurance markets.

Arlington Roe: offers a robust cyber program and one-stop solutions for independent agent’s local and nationwide insurance coverage needs.

Bloss & Dillard: provides producers a broad range of coverages and markets through Superior Service by their Professional Staff.

Firefly Agency: offers market access to agents to help when your customers in case life take a turn for the worse.

Iroquois: is one of the oldest and largest networks of independent P&C agencies in the country, specializing in agents increase their revenues, profits, and agency value.

JM Wilson: specializes in excess and surplus lines, as a 3rd generation family-owned provider, they understand and are committed to independent agents, like you.

Keystone Group: is a results-oriented management consulting firm serving mid-market manufacturing and distribution clients and their stakeholder

RT Specialty: is a leading wholesale distributor of specialty insurance products and services. Email questions or requests to

SIAA: is dedicated to the creation, retention, and growth of the independent insurance agency distribution system.

Secured Advantage: committed to providing the tools and agency enhancements necessary to enhance the short- and long-term success of independent agencies.

Other Services

Teasdale: is your premier cleaning firm that services Greater Cincinnati and Dayton, offering hardwood floor, furniture, area rug, and air duct cleaning. Have an emergency? They’re standing by 24 / 7 to take care of problems arising from water, fire, mold, and messy pets.

Taskforce: provides consulting and administrative support services to a broad mix of industries including health care, insurance, and accounting. They help their clients make significant and enduring improvements to their operational performance by finding and removing administrative burdens so their team members can realize their most important goals. Click here to see how Taskforce can benefit your agency.

Questions? Fill out the form below and we’ll be in touch with you.

  • This field is for validation purposes and should be left unchanged.

Upcoming Events

Upcoming Events

Success Starts Here

Sign up for our newsletter today!
  • This field is for validation purposes and should be left unchanged.